Financial Planner – Fully Remote. Join an Innovative, Tech-Driven Firm

JR United Kingdom; Bolton; Remote; GBP 40,000 - 80,000; Full time

Job summary

Join a forward-thinking firm that prioritizes innovation and technology in financial planning. This fully remote role offers the freedom to work from anywhere, unlimited holiday, and a dynamic culture that values collaboration. As part of a rapidly growing team, you'll have the opportunity to leverage cutting-edge tools to provide exceptional service to clients. If you're passionate about transforming the financial services industry and are ready to make a meaningful impact, this is the perfect opportunity for you. Embrace a workplace that encourages creativity and personal growth while delivering a better way to serve clients.

Benefits

Unlimited Holiday

Generous Maternity Leave

Generous Paternity Leave

Collaborative Culture

Qualifications

• Experience in financial planning with a focus on client service.
• Ability to adapt to new technology and tools in the financial sector.

Responsibilities

• Provide tailored financial planning services to clients.
• Utilize innovative technology to enhance client experience.

Skills

Financial Planning

Client Relationship Management

Tech-Savvy

Education

Relevant Financial Certification

Tools

Financial Planning Software

Job description

Financial Planner – Fully Remote. Join an Innovative, Tech-Driven Firm, Bolton

Client: Blincoe Financial Planning

Location: Bolton

Job Category: Other

EU work permit required: Yes

Job Views: 4

Posted: 28.04.2025

Expiry Date: 12.06.2025

Job Description:

Who We Are

We believe that our industry has been letting planners like you down by burdening you with legacy systems, bureaucracy, dead-mans shoes, and a misaligned revenue structure. Clients are also let down with high fees, outdated technology, and clunky, un-digestible information.

We started Blincoe with the explicit aim to be better for clients and for us as planners.

We are a small, tech-focused team at the forefront of new industry tools. Since new tools develop rapidly, large legacy firms struggle to adopt them quickly.

We want planners like you to have access to the best tech and automation. As we grow (recently surpassing £70M), we are looking for more planners to join us.

What We Offer

Fully remote work, unlimited holiday, generous maternity and paternity leave, and a collaborative, dynamic culture. If you prefer the structure of a large organization with teams and departments, this role may not be for you.

If you're eager to be part of a fast-growing company with big ambitions and want to deliver a better way to provide financial services, we want to hear from you.

Next Steps

No traditional cover letter needed. Instead, record a short (up to 5 minutes) video covering:

1. Describe your current role
2. What motivated you to apply
3. Three core skills you bring to the team

Applications via LinkedIn without a video will not be considered, as we value attention to detail!